Hilltop Residential 401(K) Plan — Form 5500 plan (Hilltop Residential LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Hilltop Residential 401(K) Plan is a benefit plan reported by Hilltop Residential LLC under EIN 81-5036439 and plan number 001. The latest loaded filing year is 2023. The filing reports 318 participants and $2,028,310 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hilltop Residential LLC
- EIN
- 81-5036439
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $2,028,310
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20250122125807NAL0009701954001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,028,310
- Net assets (EOY)
- $2,028,310
- Net assets (BOY)
- $1,179,595
Income & contributions
- Employer contributions
- $305,750
- Participant contributions
- $363,969
- Total contributions
- $753,058
- Total income / additions
- $1,009,245
Expenses & distributions
- Benefits paid
- $131,224
- Administrative expenses
- $29,306
- Total expenses
- $160,530
- Net increase / (decrease)
- $848,715
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ironoak Wealth LLC | SERVICE PROVIDER | $0 | $7,834 | 2023 |